See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,250 | $81,900+73.7% | $119,609+18.9% | $68,494+107.7% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -8.37% | -23.82%+15.4pp | -14.97%+6.6pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,939 | $2,693-28.0% | $4,232-54.2% | $2,596-25.3% |
| Participant deferral / active EE | $6,025 | $4,148+45.3% | $5,602+7.6% | $4,027+49.6% |
| Admin fee / account holder | $8,845 | $6,582+34.4% | $10,323-14.3% | $5,403+63.7% |